AI client portal for software agencies

Stop proving you're working. Show it

Give clients a clear view of project activity, hours, billing, and system health, without asking your team to prepare another status report.

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Built for the way software agencies actually work. SLAtech Vantage was originally built inside a software agency to give clients visibility across real projects, tools, and workflows.

SLAtech Vantage pulls from the systems your team already uses: tasks, time logs, email, messaging, commits, and monitoring.

No manual status reports. SLAtech Vantage generates the client-facing view from the work already recorded in your systems.

Sound familiar?

Client reporting shouldn't take time away from client work

The information your clients ask for already exists across your tools. The problem is turning that activity into a clear client-facing view.

"Where did the hours go?"

A fair question. The answer already exists in your systems, but pulling it together manually takes time.

"We see no progress"

The project moved. If clients can't see it, they'll ask for updates.

"Can we get a report?"

Another report your team has to prepare instead of doing billable work, every month.

What it does

Less reporting. More time for development

Everything below is generated from the work already recorded in your systems. There is no screen to fill in and no report anyone has to prepare at the end of the month.

Client updates without the reporting

Your client sees what was done, when, and by whom, without you preparing anything.

Makes your work visible

Give clients a clear view of the work your team is already doing, including the parts that never show up in a deliverable.

Estimates and proposals

Build estimates from your actual project history instead of relying on memory.

Monitoring and alerts

See incidents and system trends before your client does.

Project history and knowledge

See what was agreed, when, and why, even years later and even if the person who knew has left.

Privacy by design

Each client can access only their own project, and personal information is replaced with labels before content is sent to the AI model.

Automatic project summaries

SLAtech Vantage assembles the monthly summary from tasks, time entries, and events. Nobody on your team writes it.

Forecast to month end

Forecast month-end hours based on the current pace, with a comparison to previous months.

Recurring issues and previous fixes

SLAtech Vantage identifies an incident that has come back and shows what resolved it last time.

SLAtech Vantage connects to your systems through their APIs. If you need an integration or module we don't support yet, we can scope it as part of the implementation.

Tell us what you need
What your client sees

Let clients answer routine project questions themselves

Instead of emailing your project manager to ask what happened last week or where a group of hours went, clients can ask SLAtech Vantage and get an answer based on the connected project records. The names and numbers in the example below are illustrative.

Clients get answers without interrupting your team, which means fewer emails, fewer status calls, and fewer reports to prepare. If the records don't contain enough information, SLAtech Vantage says so.

Who sees what

Control exactly what each client can see

Clients see only the project data you choose to expose. Internal notes, costs, margins, and team discussions stay private by default, and other client projects remain isolated.

Your client sees

  • Tasks, statuses, and what was delivered
  • The hours you put on the invoice
  • System health and the incident history
  • Documents and decisions marked as shared

Private by default

  • Internal notes and drafts on tasks
  • Rates, cost, and the margin on the project
  • Internal discussion and your team's threads
  • Other client projects, which remain isolated

Visibility is configured per module, per record type, and per role, and you configure it, not us. Anything private by default stays private unless you explicitly change its visibility.

Why not build it yourself

You could build it. But then you have to maintain it

A client portal isn't just a dashboard. You have to connect the data sources, maintain integrations, manage access rules, isolate client data, keep reports working, and adapt as your internal tools change.

Build internally

  • Connect every system separately, and absorb every vendor change yourself
  • A plain-English question layer, plus the access rules that keep client data isolated
  • Monitoring, alerts, and a history you have to store and search
  • Then maintain all of it while your team ships client work

Use SLAtech Vantage

  • The systems you already use get connected, not rebuilt
  • Client isolation and PII filtering are built in from the start
  • Monitoring and history work from day one
  • We maintain the platform and integrations so your team stays focused on client work
Pricing and implementation

Pricing based on your setup

Every agency has a different combination of tools, projects, historical data, and requirements. SLAtech Vantage is scoped around your actual implementation rather than priced per seat.

What you can include. Every implementation includes the client portal, plain-English Q&A, and PII filtering. Add the modules your projects require. You only pay for the modules included in your implementation.

Always included

  • Client portal
  • Plain-English Q&A
  • PII filtering

Connects to what you have

  • Your task tracker
  • Your mailbox
  • Your repository
  • Historical data import
  • Your messaging tools
  • Your branding

Project activity

  • Tasks and backlog
  • Time tracking
  • Task discussion
  • Periodic reports
  • Project email
  • Files and attachments
  • WhatsApp threads
  • Commits and code
  • Time estimates
  • Work planning

Time and billing

  • Where the hours went
  • Hour, task, invoice
  • Invoicing
  • Accounting integration
  • Client proposals
  • Module-based estimates

Monitoring and alerts

  • Error monitoring
  • Identical incidents merged
  • Regressions: bugs that came back
  • Alerts
  • Incident history

Project history and knowledge

  • Search the history
  • Project history
  • Knowledge base
  • Monthly summary

Team and permissions

  • Who works on the project
  • Communication analysis
  • Per-team permissions
  • Project involvement

The data stays yours

  • Client isolation
  • Access log

What affects the scope

Pricing depends on four things, not seat count.

Integrations

The systems SLAtech Vantage needs to connect to. Two or seven is a real difference in implementation work.

Historical data

How much existing project history needs to be available. This affects the initial processing, not the ongoing run.

Number of projects

One project to start with, or your whole client portfolio.

Selected modules

Monitoring, branding, permissions, client isolation, and whatever else you choose to include.

A short call, a review of your systems, an implementation scope and a written proposal. Nothing is charged until the scope is agreed.

Questions

Frequently asked questions

What exactly does the client see about hours?

The hours you put in the report and the tasks they are attached to, so they understand what the invoice covers. What goes into the report is your call: visibility is set per record type and per role.

Will they see our rates and our costs?

Not unless you expose them. Rates, cost, and the margin on the project are private by default, as is your team's internal discussion. What is private stays private unless you change it.

Do we have to replace the tools we work with?

No. SLAtech Vantage is intended to sit on top of the systems your agency already uses: your tracker, your repository, your email, your messaging tools. Nothing has to move, which is the point, because a tool that demands a migration does not get adopted.

What will we have to write or fill in by hand?

Nothing. There is no screen to fill in and no report anyone on your team prepares at the end of the month. Everything your client sees is generated from work that happens anyway.

Can one client see another client's project?

No. Client access is isolated by project rather than configured afterwards, and access to the data is recorded in a log.

Can we start with a single project?

Yes, and that is usually how it starts. One project is a separate and much smaller implementation; a whole client portfolio is scoped differently. The number of projects is one of the four factors.

Is pricing based on users?

Not primarily. Scope depends on integrations, historical data, number of projects, and selected modules. You only pay for the modules included in your implementation.

Can you build an integration we need?

If an integration or capability isn't currently supported, we can review the requirement and scope the additional work. That gets discussed in the same short call as the implementation scope.

Implementation

Give your clients visibility without adding another reporting workflow

Tell us about your agency, the tools you use, and what you want your clients to see. We'll review the setup and get back to you within one business day.

We review which systems you already use

We show how a real project of yours would look

We propose an implementation scope and pricing in writing

Let the project speak for you.

Talk to us Questions? Get in touch